facebooktwitterpinterest
mobil menu

St. James's Place Wealth Management

  1. Cirencester
  2. Cirencester Finance
  3. Tetbury Finance

Reviews, get directions and contact details for St. James's Place Wealth Management

St. James's Place Wealth Management
Address: St. James's Place Wealth Management, 1 Tetbury Road, Cirencester GL7 1FP, UK
Phone: 01285 640302
State: Gloucestershire
City: Cirencester
Zip Code: GL7 1FP

opening times

Monday: 8:00 AM – 8:00 PM
Tuesday: 8:00 AM – 8:00 PM
Wednesday: 8:00 AM – 8:00 PM
Thursday: 8:00 AM – 8:00 PM
Friday: 8:00 AM – 8:00 PM
Saturday: 9:00 AM – 1:00 PM
Sunday: Closed

Update Info

related searches: St james's place wealth management cirencester careers, St james's place wealth management cirencester address, St James Place Wealth Management reviews, St James Place login, St James Place news, St James Place pension, St James Place wealth management, St James Place fees
Similar places near
money.co.uk money.co.uk 461 meters
R T Financial Planners Ltd R T Financial Planners Ltd 464 meters
Grosvenor Corlett Bird Ltd Grosvenor Corlett Bird Ltd 556 meters Really went above and beyond to help sort out a difficult mortgage. Would happily rec...
Cirencester Friendly Society Limited Cirencester Friendly Society Limited 599 meters I am very happy with the services I have received from the Cirencester Friendly. Thei...
Power Greg Power Greg 599 meters "Greg Power Will Writers Limited was launched in 2013 to compliment Greg’s IFA p...
Ermin Fosse Financial Management LLP Ermin Fosse Financial Management LLP 727 meters We have invested with Kellands for well over 25 years and are very happy to recommend...
Baker and Company Financial Solutions Limited Baker and Company Financial Solutions Limite... 757 meters
Complete Wealth Solutions Ltd Complete Wealth Solutions Ltd 843 meters
DMP Financial Limited DMP Financial Limited 882 meters
J A Financial Services Ltd J A Financial Services Ltd 1 km Amazing professionalism, best customer service I've ever had, good competitive price...
Mitchell Griffin Wealth Management Ltd Mitchell Griffin Wealth Management Ltd 2 km
NFU Mutual Cirencester NFU Mutual Cirencester 2 km Great service from Jack and the highly professional team at NFU Mutual Insurance in C...
Tetbury Audi Tetbury Audi 14 km Picked up my second car from Tetbury Audi & all went smoothly. Service was excell...
Grosvenor House Practice Ltd Grosvenor House Practice Ltd 15 km
S M C Bookkeeping & Accountancy Services S M C Bookkeeping & Accountancy Services 15 km
MT Bookkeeping Services MT Bookkeeping Services 15 km
R. A. Bennett & Partners R. A. Bennett & Partners 15 km Need help with finding a house to buy or trying to sell your flat? Established in the...
Forum Financial Associates Forum Financial Associates 15 km
Reviews
Very pleased with the personal service I receive, funds have grown very well over the years currently 10% after fees so a good return
Whilst I am pleased with my advisor, dealing with the broader SJP organisation is frustrating and actually quite disrespectful towards the end client. Via the SJP portal, I have requested very basic investment characteristics for my retirement plan, such as a blended expense ratio and historic return data, for my own independent analysis. SJP do not publish underlying fund factsheets or KIIDs on the portal, so it’s painful to extract this data for yourself. The SJP help desk have refused to provide me with a blended TER or links to the underlying Factsheets, so I can calculate this for myself. My request for return data was ignored. How is a retail client supposed to analyse their portfolio? This manner of engaging with me also makes me feel undervalued as a client and also like SJP are deliberately withholding information and portfolio characteristics that I am legally entitled to see. Why all the secrets?nnI am a CFA chartholder myself, having spent 20 years as a portfolio manager for 2 of the largest asset man CO’s on earth. I answer similar queries for my clients every day. In fact, I publish my KIIDs and Factsheets so my clients can self help/analyse! Sort this out SJP!
Based on one visit from one of their agents, pushy, expensive and he was not much interested in our opinion or understanding of what we wanted. Maybe other agents are more customer minded.
Refused to furlough staff 2020 for fear of upsetting clients. January 2021 announced 140 redundancies. Shocking behaviour.
Amazing offices and location. Staff are friendly and knowledgable.
Comment on this business

St. James's Place Wealth Management map

to add St. James's Place Wealth Management map to your website;



Copyright 2024 | All rights reserved.

You can use our top contact for adding and editing your business's contact details.
0.0033 Loaded in seconds

We use cookies

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy